17-20 OCTOBER 2011

DURBAN ICC

Killer Real-World PowerPivot Examples

Kevin Coetzee Online Systems Manager Dimension Data

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Agenda

PowerPivot Overview Tips and Tricks for the Real World Working with PowerPivot for Business Real World Implementations HR Analysis ATM Transactions with a little DAX Payment Age Analysis with DAX and Related Tables Some Tips and Tricks to take home

Business Intelligence

BI - Improving Business Insight

“A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions .” – Gartner

What is PowerPivot

With a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions

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DEMO : SHOULD I GO SWIMMING TONIGHT?

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DEMO : * HR DEPARTMENT * ATM TRANSACTIONS * AGED PAYMENT ANALYSIS

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DEMO : MAP IT

Calculated Measures

TotalSalesInMillions

=CONCATENATE(“R", CONCATENATE(FORMAT(CALCULATE(ROUND(SUM (FactSales[SalesAmount])/1000000, 0)) , "#,###"), "M")) Creates a string that encloses the sales amount in a Rand sign and an ‘M’ for millions. The value is rounded to a million.

SalesPrevYr YoY Δ

=CALCULATE(SUM (FactSales[SalesAmount]), DATEADD(DimDate[DateKey], -1, YEAR)) Calculates the sales amount for the previous year.

=IF(SUM(FactSales[SalesAmount]),(IF ([SalesPrevYr],(SUM (FactSales[SalesAmount]) - [SalesPrevYr])/[SalesPrevYr], BLANK())),BLANK()) Calculates the year-over-year growth if the current year and the previous year have sales values. The formula returns BLANK() if the previous or the current year has no value.

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TIPS AND TRICKS

Some Tips and Tricks

Tip #1

Use && and || in DAX Instead of nested IF statements Easier to read IF(Product[Color ]=”Blue” && Product[Weight]>6, “Heavy and Blue”, “Everything Else”) IF(Product[Color ]=”Blue”,”BlueProduct[Color]=”Red” || Product[Color]=”Yellow”, “Primary Color”, “Blend”) 17

Some Tips and Tricks

Tip #2 : Less Columns / More Rows = Speed

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• • • • • • • • • • • • • •

Create a Date Table

STARTOFMONTH (Date_Column) STARTOFQUARTER (Date_Column) STARTOFYEAR (Date_Column [,YE_Date]) ENDOFMONTH (Date_Column) ENDOFQUARTER (Date_Column) ENDOFYEAR (Date_Column [,YE_Date]) PREVIOUSDAY (Date_Column) PREVIOUSMONTH (Date_Column) PREVIOUSQUARTER (Date_Column) PREVIOUSYEAR (Date_Column [,YE_Date]) NEXTDAY (Date_Column) NEXTMONTH (Date_Column) NEXTQUARTER (Date_Column) NEXTYEAR (Date_Column [,YE_Date]) 19

What’s new in PowerPivot in Denali?

Rich Modeling Capabilities

• • • • Multiple relationships, hierarchies Parent-child relationships Key performance indicators, drillthrough, perspectives Rich data types, BLOBs, images

Sophisticated Business Logic

• • • • Data Analysis Expressions (DAX), Excel formulas, MDX Relational operators (Filter, Aggregate, GroupBy, Lookup) Statistical, time intelligence (YTD, QTD) functions Rank, TopN, VisualTotals, DistinctCount